Senior Portfolio Analytics Associate at Kforce Inc.
Boca Raton, FL 33431
About the Job
- Senior Portfolio Analytics Associate will calculate and interpret returns and analytics using both internal systems and vendor-based software; Conduct detailed analysis on system-generated data, identifying anomalies, strengthening data integrity, and enhancing validation techniques
- Manage both routine processes and deliverables, as well as ad hoc requests, from stakeholders across the firm and industry; Apply managing deadlines and expectations
- Review and maintain transaction and security-level data for FactSet & Bloomberg to ensure accurate portfolio-based reporting
- Contribute towards ongoing technology initiatives aimed at self-service alternatives or cross-department efficiencies; Re-engineer workflows, propose innovative solutions, and work diplomatically through projects
- Assist with the verification process and firm-wide compliance with GIPS; Aid other groups in their understanding and adherence to performance reporting best practices
- As a Senior Portfolio Analytics Associate, you will follow, maintain, and update departmental procedures and documentation
- Provide ongoing expertise related to returns, system nuances, and product characteristics
- Help with data quality efforts and automation efforts focused on performance and portfolio datasets
Requirements:
- Bachelor's degree in Finance, Economics, or similar quantitative field; Completion, or pursuit, of a MBA, MSF, CFA, or CIPM is strongly desired
- 5+ years of professional experience in a related Financial Services business preferably in Asset Management
- Expert knowledge associated with return analysis, attribution models, and portfolio analytics; Understanding of various return formulas and risk-related metrics as well as their appropriateness of use; Strong investment accounting and security-level acumen
- Technical abilities related to SQL, Python, R, Excel, or data-mining techniques looked upon favorably as is working knowledge of Bloomberg, FactSet, Morningstar, eVestment, or other industry software
- Willingness to work across different asset classes and platforms while learning and/or enhancing current processes
- Critical thinker with an enthusiasm for troubleshooting complexity and intricate systems
- Knowledge of industry standards, multiple investment product types, and best practices within performance/attribution/GIPS
- Purpose-Driven: Starts with Why - in service of our communities, our clients, and each other
- Accountable: Operates with autonomy and drives towards results
- Emotionally Intelligent: Demonstrates self-awareness and interpersonal skills
- Grit: Persists in the face of adversity
- Lifelong Learner: Employs a growth mindset and strives to become more
The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.
We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.
This job is not eligible for bonuses, incentives or commissions.
Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
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